Playbook Version Control
Playbook version control helps analysts track and manage changes made to playbooks. Analysts can also roll back a playbook to a previously saved version. For example, if the recent changes in the current version of the playbook have caused unexpected issues or do not achieve the desired outcome, then the playbook can be reverted to a previous version.
You can perform the following actions to manage playbook versions:
Save Playbook Version
You can track changes made to a playbook over time by saving the playbook version with a title and description. You can save a playbook with a version while creating or editing a playbook. If you edit an existing playbook, then a saved version is automatically created.
Steps
To save a playbook with a version, follow these steps:
While creating or editing a playbook, click on Save and select Save as Version.
Enter the Version Name and description. It is recommended to add a relevant description for the playbook version as analysts can use this for their reference.
Click Save . The playbook version is saved with the specified version name and displays the user name who created it.
For example, if the version title is My First Version, it will be saved with this name and you can view the creation timestamp.
You can view all saved versions of a playbook in Version History.
Auto Saved Versions
While creating or editing playbooks, if you click Save instead of Save as Version, then the application automatically saves a version of the playbook with the username as the title along with the modification timestamp. You can view only the last three auto-saved versions of a playbook in Version History.
You can also choose to edit an auto-saved version with a version title and description.
Steps
To add a title and description to an auto-saved version, follow these steps:
Go to Main Menu > Playbooks > Manage Playbooks, select a playbook, and click More.
Select Version History. For an auto-saved version, click the vertical ellipsis and select Save as Named Version.
Enter the Version Name and Description.
Click Save.
Restore Playbook Version
You can restore a playbook to any prior versions maintained in the Version History.
Steps
To restore a playbook version, follow these steps:
Go to Main Menu > Playbooks > Manage Playbooks, select a playbook, and click More.
Note
You can choose to preview a playbook version before restoring it. To preview a playbook version, click the vertical ellipsis and select Preview.
Click Version History of a playbook and select a playbook version to restore.
Click the ellipsis icon and select Restore.
Click Restore in the confirmation popup to restore the playbook.
The restored version will be displayed when you open the playbook.
Delete Playbook Version
You can delete playbook versions that are not required from the version history of a playbook.
Note
You cannot delete an auto-saved version of a playbook.
Before you Start
Ensure that your user group has Delete Playbook Version permission.
Steps
To delete a playbook version, follow these steps:
Go to Main Menu > Playbooks > Manage Playbooks, select a playbook, and click More.
Select Version History and select a playbook version to delete.
Note
You can only delete the Named Versions.
Click the vertical ellipsis, and select Delete.
In the confirmation popup, click Delete. The named version is deleted. However, you can still view it in All Versions.
Manage Playbook Version
You can manage playbook versions in the following ways:
Edit Playbook Version Details
You can edit a playbook version to update the title and description.
Steps
To edit the playbook version details, follow these steps:
Go to Main Menu > Playbooks > Manage Playbooks, select a playbook, and click More.
Select Version History. Select a playbook version to edit the details.
Click the vertical ellipsis, and select Edit Version Details.
Update the Version Name or Description as required, and click Save.
View Version History of a Playbook
Click Version History for a playbook to view a list of saved versions of a playbook. Each playbook version is displayed with a version title and the timestamp when the version was saved. The displayed timestamp is based on the date and time settings configured in your profile settings.
You can search for a playbook by entering the version title in the Search bar.